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FiledFormPeriodAuto flags
10-QQ2 2026 · 2026-06-30Revenue +38% year on year · Net income +36% year on year

Numbers to watch every quarter

Metric2025Q22026Q2
Accounts receivable
10-Q 2026Q2 balance sheet
2,266$M
Deferred revenue (current + non-current)
10-Q 2026Q2 note (comparative)
4,062$M6,866$M
Deposits with contract manufacturers
10-Q 2026Q2 note
124$M
Future revenue incl. performance obligations
10-Q 2026Q2 note
8,400$M
Inventory
10-Q 2026Q2 balance sheet
2,540$M
New deferrals in the quarter
10-Q 2026Q2 note
1,703$M
Quarterly net income
XBRL (comparative)
889$M1,210$M
Quarterly operating cash flow
XBRL
1,080$M
Quarterly operating income
XBRL
1,380$M
Quarterly revenue
10-Q 2026Q2 statement of operations (comparative)
2,205$M3,036$M
2026Q2 · 10-Q ·

Arista is holding $6,865.9m it has not yet booked as revenue — 2.3 times a quarter's sales and up 69% in a year, with $1,703.2m newly deferred in this quarter alone

Deferred revenue $6,865.9m ($4,061.7m a year earlier, +69%) = 2.26× quarterly revenue of $3,035.7m. New deferrals in the quarter $1,703.2m vs $1,036.0m recognized from the opening balance. Future revenue including other performance obligations $8.4bn (about 91% in future periods). Receivables $2,266.2m (75% of quarterly revenue), inventory $2.54bn, quarterly operating cash flow $1.08bn (prior quarter $1.69bn). Two customers were 26% and 16% of 2025 revenue.
aiSwingX™ analyzes US filings and reports them as news investors can read.
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